See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SVCS INS AGCY Service code 55 · EIN 51-0120472 1000 HARBOR BLVD · WEEHAWKEN, NJ 07087 | Other Commissions | $6,863 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,404 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 · EIN 84-0467907 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $2,447 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,255 | $43,133-62.3% | $89,391-81.8% | $73,488-77.9% |
| Participation rate | 32.7% | 55.0%-22.2pp | 68.0%-35.3pp | 70.7%-38.0pp |
| Annual return | 17.43% | 135.66%-118.2pp | 245.62%-228.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $252 | $1,438-82.5% | $2,586-90.2% | $2,270-88.9% |
| Participant deferral / active EE | $665 | $2,445-72.8% | $3,890-82.9% | $3,740-82.2% |
| Admin fee / account holder | $45 | $444-90.0% | $4,881-99.1% | $513-91.3% |